OctagonAI/octagon-mcp-server

The Octagon MCP server provides specialized AI-powered financial research and analysis by integrating with the Octagon Market Intelligence API, enabling users to analyze and extract insights from public filings, earnings calls, financial metrics, stocks & crypto data, stock news, and prediction markets news & research within Claude Desktop and other popular MCP clients.
Tools
✅ octagon-agent orchestrates broad market intelligence analysis
- Public market insights: SEC filings (10-K, 10-Q, 20-F, 8-K, S-1, 13-F, DEF 14A), earnings call transcripts
- Stocks & crypto market data: stock trading, crypto trading data, news, press release, ownerships and holdings
✅ octagon-deep-research-agent for comprehensive deep research
- Multi-source synthesis for investment research questions
- Best for up-to-date, cross-source thematic analysis
✅ Prediction market research tooling
- octagon-prediction-markets-agent for updated research reports on each prediction markets
- prediction_markets_history for structured historical market data retrieval
✅ Live Octagon documentation access
- octagon-docs-search, octagon-docs-read, octagon-docs-list, and octagon-docs-refresh
- MCP resources for octagon-docs://catalog, octagon-docs://status, and octagon-docs://page/{target}
Get Your Octagon API Key
To use Octagon MCP, you need to:
1. Sign up for a free account at Octagon
2. After logging in, from left menu, navigate to **API Keys**
3. Generate a new API key
4. Use this API key in your configuration as the OCTAGON_API_KEY value
Prerequisites
Before installing or running Octagon MCP, you need to have npx (which comes with Node.js and npm) installed on your system.
Mac (macOS)
1. **Install Homebrew** (if you don't have it):
2. **Install Node.js (includes npm and npx):**
This will install the latest version of Node.js, npm, and npx.
3. **Verify installation:**
Windows
1. **Download the Node.js installer:**
- Go to https://nodejs.org/ and download the LTS version for Windows.
2. **Run the installer** and follow the prompts. This will install Node.js, npm, and npx.
3. **Verify installation:**
Open Command Prompt and run:
If you see version numbers for all three, you are ready to proceed with the installation steps below.
Installation
Running on Claude Desktop
To configure Octagon MCP for Claude Desktop:
1. Open Claude Desktop
2. Go to Settings > Developer > Edit Config
3. Add the following to your claude_desktop_config.json (Replace your-octagon-api-key with your Octagon API key):
4. Restart Claude for the changes to take effect
Running on Cursor
Configuring Cursor Desktop 🖥️
Note: Requires Cursor version 0.45.6+
To configure Octagon MCP in Cursor:
1. Open Cursor Settings
2. Go to Features > MCP Servers
3. Click "+ Add New MCP Server"
4. Enter the following:
- Name: "octagon-mcp" (or your preferred name)
- Type: "command"
- Command: env OCTAGON_API_KEY=your-octagon-api-key npx -y octagon-mcp
> If you are using Windows and are running into issues, try cmd /c "set OCTAGON_API_KEY=your-octagon-api-key && npx -y octagon-mcp"
Replace your-octagon-api-key with your Octagon API key.
After adding, refresh the MCP server list to see the new tools. The Composer Agent will automatically use Octagon MCP when appropriate, but you can explicitly request it by describing your investment research needs. Access the Composer via Command+L (Mac), select "Agent" next to the submit button, and enter your query.
Running with npx
Manual Installation
Documentation
For comprehensive documentation on using Octagon agents, please visit our official documentation at:
https://octagonai.co/docs/
The documentation includes:
- Detailed API references
- Agent-specific query guidelines
- Examples and use cases
- Best practices for investment research
For the latest hosted MCP client setup guide, see:
- Octagon MCP Server Guide
- Octagon Claude Plugin Guide